Helping individuals minimize taxes and pursue a secure retirement.
Objective advice from an independent expert
A trusted advisor to help reach your goals
Your goals are the driving force behind the financial guidance offered. As an independent advisor, I only select the solutions and strategies that are right for you. I am not beholden to the corporate agenda and investment banking influences of a Wall Street Firm or the conflicts of interest that plague the Wall Street giants. I work for you and make recommendations that will help you achieve your goals and objectives.
Newsletters
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?